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In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let your expertise align.13:26 The Short Book Formula by Author Paul G. McManus18:00The Art of Collaboration by Authors Anton J. Anderson & Paul LathamForewords by Dr. Jackie Meyer and Jonathan S. Kuttin22:09The Tax-Free Business Owner by Author Mark Miller35:51How do you become an Amazon best selling author?36:35Author Jordan Raynor40:55What is the difference between a traditional publisher and hybrid publisher?51:56The 4-Hour Workweek by Author Tim Ferriss52:18What AI tool is going to save people hours upon hours of time by utilizing it to help them write?
She Thinks Big - Women Entrepreneurs Doing Good in the World
Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and some still bill by the hour. For CPAs who are used to getting compensated for time and effort, it can be difficult to learn how to see value and to learn how to price accordingly. But if they don't make the transition, they risk underpricing themselves in perpetuity and having to keep working long hours to make up for unearned revenue. To talk with me about this problem is my guest, Mark Stiving. Mark is a pricing educator and advisor, the host of the Impact Pricing podcast and the owner of Impact Pricing, where he teaches clients how to win, keep, and grow customers to drive higher revenue. In Mark's most recent book, Selling Value, he shares his expertise to help companies win more business at higher prices. Highlights: — “Salespeople need to know how people value products.” — “Our buyers buy products because they want to solve problems.” — “The salesperson's job is to help the buyer understand the true amount of value they're going to get from the product.” — “Buyers who don't believe that you understand their problems won't listen to your solutions.” — “If we truly believe that we're going to deliver more value, we should make sure they understand the value before we give them the price.” ***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.geraldinecarter.com/subscribe-main-list Connect with MARK: Website: https://impactpricing.com/ LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com Episode mentions: 125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD https://www.businessstrategyforcpas.com/125 153 A Formula for Quantifying Value with Mark Stiving, PhD https://www.businessstrategyforcpas.com/153 172 Subscription Pricing Strategies with Mark Stiving, PhD https://businessstrategyforcpas.com/172 Mark's book: Selling Value: How to Win More Deals at Higher Prices https://www.amazon.com/gp/product/B09Y8V7FWX/
She Thinks Big - Women Entrepreneurs Doing Good in the World
For business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental extrapolation to be able to forecast from. And they hire accountants and CPAs to help them understand where their money went… what they get is a P/L, but a P/L is really tough tool to use to understand how to make more money. What many business owners want is a simple tool that can help them understand and forecast the impact of decisions, before they make them. Here today to talk with me about this tool is Rowan Eister, US Head of Business Development for the financial reporting and forecasting tool, Fathom. HIGHLIGHTS: — “For CPAs looking to build more advisory relationships with clients or deepen those relationships, Fathom serves as your all around toolkit. It opens up that revenue stream of advisory and improves your relationships with clients.” — “Fathom was created with the idea to make clients understand their performance in a way that really resonates with them and that they can get involved with.” — “Fathom is focused around design so the visuals are really at the core of how unique it is.” — “Fathom takes those financial results and brings them to life in a way that is more meaningful than just that income statement or just that kind of spreadsheet of numbers that you may be giving to clients.” — “Fathom's forecasting tool is going to evolve with your business and allows you to continue making strategic movements based on how things happen.” Connect with Rowan: LinkedIn: https://www.linkedin.com/in/rowan-eister/ Software mentions: Fathom 14-day free trial: https://www.fathomhq.com/signup Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options
There is extreme value in knowing not only about your specialty but also in other areas as well. This is how you keep yourself competitive, forward-moving, and abundant. For CPAs, a great area to look into is the new era of currency—that is to say, cryptocurrencies. In this episode, Michelle Weinstein interviews Seth Wilks, a licensed CPA in Arizona and the CFO and co-founder of ProfitStance, the leading cryptocurrency tax and accounting platform for professional tax advisors and crypto investors. Seth is here to share with us why cryptocurrency is a great way to increase firm revenue and how they are helping clients learn how to speak the language of crypto and position themselves as crypto tax experts. What is more, he also provides some of the great tools that can help CPAs venturing into this niche, preparing them to take on this new sexy thing. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
For CPAs, the need for technical proficiency and an awareness of changes to standards and regulations will never go away. Still, in a competitive marketplace, the possession of CPA soft skills takes on an even larger importance. To talk through several of these skills, such as networking, social media marketing, and personal branding, we met with Edward Mendlowitz, a partner with Withum Smith+Brown, an author of 27 books, and a member of the Accounting Today Top 100 Most Influential People in Accounting. To read the full transcript click here.
She Thinks Big - Women Entrepreneurs Doing Good in the World
Today’s guest is Kate Ahl of Simple Pin Media. Simple Pin Media makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. In today’s episode I talk to Kate about her journey from food stamps to running a 7-figure business that supports a team of 40 women and clients around the world. I love hearing successful women stories of being an entrepreneur. I especially admired the moments that Kate decided to go all in. There’s so much power in deciding to do something, in saying “This is what I’m committed to trying and making happen.” Because once you decide, the rest has a way of figuring itself out. So ladies, what have you decided to create in your business? And how committed are you? What I want from you is to decide and to be committed. Because with those two things, you will make happen whatever you want. I'd love to hear from you. Share your key takeaways from this episode in the She Thinks Big Facebook group. Get in touch with Kate: Website: https://www.simplepinmedia.com Facebook: https://www.facebook.com/simplepinmedia Twitter: https://twitter.com/simplepinmedia Pinterest: https://www.pinterest.com/simplepinmedia/ LinkedIn: https://www.linkedin.com/in/kate-ahl-79a653107/ For CPAs, Accountants, Bookkeepers: As business owners, it’s not always possible for you to see the picture when you’re in the frame. It can be easy to see that it’s possible for your business to grow. But hard to see exactly how, especially when you’re caught in the day-to-day. The 3 biggest challenges I see my own clients struggling with are: How to fill your calendar with the right clients Clarifying your goals and laying out the steps to reach these goals Creating clear and strong business boundaries If any of these topics are of interest to you, check out the 3-part webinar series - Where to Find the $50K Hiding in Plain Sight for Accountants and Bookkeepers, coming up 3 Wednesdays in August: on the 14th, 21st and 28th. These webinars are all free, for you to create more value and more profit in your business. Work with Geraldine: Strategy Session 1:1 Coaching VIP Day
"For CPAs who know about the space already, you've already got the trusted advantage. Now all you need is the blockchain knowledge". GBD56. "TheBitCoinCPA" himself, Kirk Phillips, joins the AICPA & CIMAs's Kyle Hannan to share his passionate interest in how blockchain will transform accounting. Kirk has a niche consulting practice in the crypto blockchain space in addition to pioneering many other projects. He authored the Ultimate Bitcoin Business Guide, The AICPA’s Blockchain Fundamentals program, shares his expertise as a tech blogger, and contributes to yBitcoin Magazine and Coindesk. WE DISCUSS: The trust premium Understanding risk and recognising reward. The crypto myths that need shattering. Thoughts on the recent crypto bear market. Dealing with the naysayers OUR GUEST: Bitcoin-super-user and entrepreneur, Kirk Phillips (CPA, CMA, CFE & CPB) is based in Philadelphia in the USA. As an author and educator, he's also an ICO advisor with a deep understanding of blockchain and cryptocurrency. He has recently produced the "Ultimate Bitcoin Business Guide: For Entrepreneurs & Business Advisors" Follow him on social media using @TheBitCoinCPA and on LinkedIn here. LINKS: Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Discover more about TheBitCoinCPA. CONNECT: Share on social using these suggested links and hashtags. #GoBeyondDisruption #Podcast @AICPANews @CIMA_News MORE ABOUT OUR PODCAST. These conversations with our expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.
January 2019 is a big month for CPAs, in Maryland and throughout the country. The Maryland General Assembly begins its annual session on Jan. 9. Not a single bill has been introduced yet, but it’s already shaping up to be an extraordinarily busy session for those of us who are trying to protect our profession. For CPAs nationwide, of course, tax season is ramping up, and there are a number of issues that are already complicating things for tax practitioners: The Tax Cuts and Jobs Act, The Supreme Court’s Wayfair decision, and the federal government shutdown. So things on the legislative and regulatory front are a little chaotic for the accounting and finance profession. But that’s why we’re here, right? State CPA societies like the MACPA – this is our bread and butter. Protecting our profession, protecting your livelihood, and protecting your clients. This is a huge part of why we’re here. So today, we’re talking about how all of this impacts you and your clients, what the MACPA is doing about it, and what YOU can do to help us. We’re joined by returning guest Tom Hood, the CEO of the Maryland Association of CPAs. Tom has his fingers firmly on the legislative and regulatory pulse of this profession – and it turns out there are some really big issues that we need to be paying attention to over the next few months. To learn more, and for the complete show notes, visit blionline.org/blog. Resources: Join us for CPA Day (Jan. 24, 2019): MACPA.org/CPADay Contribute to MACPA’s PAC: MACPA.org/Advocacy The Business Learning Institute Future-Proof is proudly sponsored by the Business Learning Institute, which delivers competency-based curriculum, courses, content, and community to maximize career trajectories and grow intellectual capital for organizational and executive leadership. Hundreds of course by dozens of instructors, and unlimited customization. Find out how the Business Learning Institute can help YOU by visiting BLIonline.org. Future-Proof is produced by Podcast Masters